Life Coaching Documentation Handover

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Life Coaching Documentation Handover form is an essential tool for life coaches to effectively summarize and document client progress and outcomes. This form not only serves as a comprehensive record of the coaching journey but also enhances the professional relationship between the coach and client. By providing a structured way to communicate achievements, challenges, and future recommendations, this form adds significant value by ensuring that clients leave with a clear understanding of their growth and the next steps they can take. It is a pivotal resource for fostering accountability and continuous development in the client's life.


This form fits seamlessly into the completion and offboarding phase of the coaching project lifecycle. At the conclusion of a coaching engagement, it allows coaches to compile and share vital documentation with their clients, ensuring that all insights and outcomes are communicated effectively. Coaches can easily distribute the completed form directly to clients, either through email or by providing a printed copy, thereby reinforcing the coaching experience and equipping clients with actionable information for their ongoing personal development.

Frequently asked questions
Why is a life coaching documentation handover used?
chevron down icon
A life coaching documentation handover is used to summarize the coaching process, document the client's progress, and provide a comprehensive overview of the coaching relationship, ensuring both the coach and client have a clear understanding of achievements and future directions.
What should be included in a life coaching documentation handover?
chevron down icon
A life coaching documentation handover should include the client's name, coach's name, completion date, a summary of coaching sessions, a checklist of completed items, a project success rating, lessons learned, final deliverables, and future recommendations.
When to use a life coaching documentation handover?
chevron down icon
A life coaching documentation handover should be used at the conclusion of a coaching engagement to formally document the outcomes, insights gained, and recommendations for the client's future, ensuring a smooth transition and closure of the coaching process.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup